Summit Portfolio Management LLC

Summit Portfolio Management LLC (CRD# 111243) is a financial advisory firm headquartered in Las Vegas, NV. They manage $168,992,344 in 477 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $354,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

Financial Advisors at Summit Portfolio Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy F. Bock
CRD#: 1031820
Las Vegas, NV

Timothy Bock (CRD# 1031820) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has over 41 years of experience in the finance industry.

2
Matthew W. Ravenscroft
CRD#: 7054836
Las Vegas, NV

Matthew Ravenscroft (CRD# 7054836) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has over 5 years of experience in the finance industry.

3
Brandon A. Cruz
CRD#: 7130338
10091 Park Run Drive, #110, Las Vegas, NV 89145

Brandon Cruz (CRD# 7130338) is an Investment Advisor Representative working at Summit Portfolio Management LLC in Las Vegas, NV and has over 3 years of experience in the finance industry.

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